Peggy
Sherman
Briaud Financial Advisors
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About this Advisor
Peggy Sherman is a financial advisor based in College Station, Texas, working with Briaud Financial Advisors. Peggy has previously held a position at Briaud Financial Planning, Inc. Peggy is registered to provide services in Texas. Currently, Peggy is part of Briaud Financial Advisors, which operates out of College Station, Texas. The firm has 13 employees and manages assets totaling $705.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Briaud Financial Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Briaud Financial Advisors Brokerage Details
$705,036,199
13
1,973
$357,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Peggy Sherman Work History
Briaud Financial Planning, Inc
Disclosures
Please visit the SEC profile of Peggy Sherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Briaud Financial Advisors
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
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